Investment Process

The investment process:

1. We analyze the client’s financial situation, their individual goals and opportunities
2. We then provide a thorough, complimentary investment consultation
3. We form a investment portfolio based on individual goals and investment profile
4. We provide regular formal reports, additional aggregate and analytical information

Individual investment portfolios can be tailored to combine several investment strategies. These strategies are designed to achieve maximum return based on the client’s risk tolerance, and also take into consideration any restrictions the investor may have. The investor is also given the option to introduce changes to their investment policy program throughout the investment management process.